See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
JOSHUA LAUREN & CO., INC.2+ years Service code 51 · EIN 22-2848003 | Investment Mgmt Fees | $39,927 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,389 | $56,629-23.4% | $77,999-44.4% | $55,167-21.3% |
| Participation rate | 94.4% | 73.3%+21.1pp | 75.5%+18.8pp | 69.0%+25.4pp |
| Annual return | 6.07% | 2866.98%-2860.9pp | 425.96%-419.9pp | 169.23%-163.2pp |
| Employer contribution / active EE | $1,445 | $1,723-16.2% | $2,470-41.5% | $1,963-26.4% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $256 | $467-45.0% | $5,480-95.3% | $504-49.1% |